2021 Program of the Conversion / Implementation Team Leader Roundtable

2021 Program

  • Input into Roundtable activities at a planning (and naming) committee
  • 10 one-hour online meetings (2 attendees)
  • 1 in-person meeting – August 25-27, 2021 (Location TBD)
  • 3 committees and reports (e.g. to solve blackout period issues, to establish rules for e-distribution consent at the time of conversion, to formulate a position on QDIA mapping strategies)
  • 2 peer company polls (e.g. conversion data management and technology, timing of contracts and service agreements)
  • 3 tracks (data management, small plans, client-facing and plan sponsor training)
  • 6 interviews with advisors or plan sponsors on service provider transitions
  • Posting of reports directed to CFOs and HROs on the 401(k) listening post Linkedin page and website
  • Access to (and listening in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contacts among other benefits)
  • Your company logo and positioning statement on the website of the 401(k) listening post
  • Other activities as budget allows and membership needs evolve
  • 2021 Early Membership Dues (Register by January 31, 2021: $3,800.00)
  • Register after January 31, 2021: $5,000.00

Video

Participating Firms

  • AIG
  • Capital Group
  • CUNA Mutual Group
  • Empower Retirement
  • John Hancock
  • Infosys BPM
  • Lincoln Financial Group
  • Nationwide
  • OneAmerica
  • Prudential
  • Securian
  • The Standard
  • Transamerica
  • T. Rowe Price
  • Voya Financial

Join

Download the Membership Application Here

On-line Meetings

All meetings from 3:00 p.m. to 4:00 p.m. Eastern

January 26, February 23, March 23, April 27, May 25, June 22, July 27, September 21, October 26 and November 23

In-person Meeting

2021 Annual Meeting – August 25-27, 2021 Location TBA (tentative)

2021 Membership Dues

On or before February 28, 2021: $3,800.00                          

After February 28, 2021: $5,000.00                          

Cancellation policy: There are no refunds for this program

 

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Contact Us

Phone: (860) 653-1701
Fax: (860) 838-2830
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

EACH Enterprise, LLC
61 Rainbow Road
East Granby, CT 06026